180 Wealth Advisors, LLC — Q1 2020 13F 持股

Name: 180 Wealth Advisors, LLC — 13F Holdings, Q1 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001730817

申报总市值

US$10.0亿

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本季完整持股清单

仅显示前 200 大持股（共 220 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	MSFT	Microsoft CORP	股票-科技	8.96%	—	-0.03%
2	AMZN	Amazon.com INC	股票-周期性消费	3.86%	+0.02%	+1.92%
3	AAPL	Apple INC	股票-科技	3.14%	-0.08%	+1.80%
4	VIG	Vanguard Dividend Apprec ETF	ETF-其他	2.99%	—	+8.34%
5	BSV	Vanguard Short-term Bond ETF	ETF-其他	2.56%	—	-9.10%
6	DGRO	Ishares Core Dividend Growth	ETF-其他	2.21%	—	+5.05%
7	IUSV	Ishares Core S&p U.s. Value	ETF-其他	1.87%	—	+9.07%
8	COST	Costco Wholesale CORP	股票-非周期性消费	1.73%	—	-2.91%
9	SBUX	Starbucks CORP	股票-周期性消费	1.57%	—	+0.45%
10	IOO	Ishares Global 100 ETF	ETF-其他	1.49%	—	+10.08%
11	VIGI	Vanguard Int Div App Indx Fd	ETF-其他	1.44%	+0.02%	+7.36%
12	HDV	Ishares Core High Dividend E	ETF-其他	1.41%	—	+2.49%
13	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	1.36%	—	+1.88%
14	IDV	Ishares International Select	ETF-其他	1.21%	—	+5.49%
15	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	1.18%	—	+7.72%
16	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	1.15%	-0.03%	+8.52%
17	VYM	Vanguard High Dvd Yield ETF	ETF-其他	1.11%	—	+75.12%
18	GOOGL	Alphabet Inc-cl A	股票-通信服务	1.10%	+0.11%	+7.35%
19	JNJ	Johnson & Johnson	股票-医疗保健	1.10%	—	-3.45%
20	WMT	Walmart INC	股票-非周期性消费	1.05%	—	-1.69%
21	CVX	Chevron CORP	股票-能源	1.01%	—	-1.17%
22	T	At&t INC	股票-通信服务	0.90%	—	+1.89%
23	V	Visa Inc-class A Shares	股票-金融	0.88%	—	+10.86%
24	EFV	Ishares Msci Eafe Value ETF	ETF-其他	0.85%	—	+18.12%
25	BA	Boeing Co/the	股票-工业	0.83%	—	+2.02%
26	PFE	Pfizer INC	股票-医疗保健	0.78%	—	-11.85%
27	MDT	Medtronic plc	股票-医疗保健	0.78%	-0.31%	+9.83%
28	META	Meta Platforms Inc-class A	股票-通信服务	0.78%	—	+22.67%
29	TMO	Thermo Fisher Scientific INC	股票-医疗保健	0.77%	—	+3.82%
30	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-其他	0.76%	—	-6.35%
31	LMT	Lockheed Martin CORP	股票-工业	0.70%	—	+1.52%
32	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.69%	—	+47.47%
33	UNH	Unitedhealth Group INC	股票-医疗保健	0.68%	—	+5.85%
34	HD	Home Depot INC	股票-周期性消费	0.68%	—	+1.37%
35	JPM	Jpmorgan Chase & Co	股票-金融	0.67%	—	+7.28%
36	INTC	Intel CORP	股票-科技	0.66%	+0.41%	-2.73%
37	DG	Dollar General CORP	股票-非周期性消费	0.65%	—	+13.14%
38	VZ	Verizon Communications INC	股票-通信服务	0.64%	—	+0.41%
39	RING	Ishares Msci Global Gold Min	ETF-避险与商品	0.64%	-0.47%	-1.56%
40	STIP	Ishares 0-5 Year Tips Bond E	ETF-其他	0.60%	—	+37.32%
41	DIS	Walt Disney Co/the	股票-通信服务	0.60%	—	+16.22%
42	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	0.60%	—	-1.73%
43	CMCSA	Comcast Corp-class A	股票-通信服务	0.60%	—	+20.49%
44	AVGO	Broadcom INC	股票-科技	0.58%	+0.12%	+14.51%
45	REET	Ishares Global Reit ETF	ETF-其他	0.58%	—	+14.21%
46	MRK	Merck & Co. INC.	股票-医疗保健	0.57%	—	-3.05%
47	PLD	Prologis INC	股票-房地产	0.56%	—	+14.18%
48	CVS	Cvs Health CORP	股票-医疗保健	0.56%	—	+9.14%
49	BMY	Bristol-myers Squibb Co	股票-医疗保健	0.54%	—	+13.16%
50	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.53%	—	-3.89%

1–50 of 200

本季持股变动

180 Wealth Advisors, LLC 于截至 Q1 2020 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	MSFT	Microsoft CORP	+1.7%	-0.03%	减仓
2	VYM	Vanguard High Dvd Yield ETF	+0.5%	+75.12%	加仓
3	BSV	Vanguard Short-term Bond ETF	+0.4%	-9.10%	减仓
4	NOC	Northrop Grumman CORP	+0.4%	+274.84%	加仓
5	VIG	Vanguard Dividend Apprec ETF	+0.4%	+8.34%	加仓
6	AAPL	Apple INC	+0.1%	+1.80%	加仓
7	VIGI	Vanguard Int Div App Indx Fd	+0.1%	+7.36%	加仓
8	DGRO	Ishares Core Dividend Growth	+0.1%	+5.05%	加仓
9	GOOGL	Alphabet Inc-cl A	+0.1%	+7.35%	加仓
10	VWO	Vanguard Ftse Emerging Marke	0%	+8.52%	加仓
11	IUSV	Ishares Core S&p U.s. Value	0%	+9.07%	加仓
12	T	At&t INC	0%	+1.89%	加仓
13	HDV	Ishares Core High Dividend E	0%	+2.49%	加仓
14	EFAV	Ishares Msci Eafe Min Vol Fa	0%	-6.35%	减仓
15	IEFA	Ishares Core Msci Eafe ETF	0%	+1.88%	加仓
16	REET	Ishares Global Reit ETF	0%	+14.21%	加仓
17	PFE	Pfizer INC	-0.1%	-11.85%	减仓
18	JPM	Jpmorgan Chase & Co	-0.1%	+7.28%	加仓
19	CSCO	Cisco Systems INC	-0.1%	-22.50%	减仓
20	VFC	Vf CORP	-0.1%	+19.44%	加仓
21	IJR	Ishares Core S&p Small-cap E	-0.1%	-2.41%	减仓
22	DHI	Dr Horton INC	-0.1%	-3.11%	减仓
23	SBUX	Starbucks CORP	-0.1%	+0.45%	加仓
24	IJH	Ishares Core S&p Midcap ETF	-0.1%	-7.13%	减仓
25	HON	Honeywell International INC	-0.1%	-20.10%	减仓
26	XOM	Exxon Mobil CORP	-0.1%	-1.23%	减仓
27	C	Citigroup INC	-0.1%	+4.82%	加仓
28	GD	General Dynamics CORP	-0.1%	-32.01%	减仓
29	R6C2	Royal Dutch Shell-spon Adr-b	-0.1%	-14.67%	减仓
30	IDV	Ishares International Select	-0.1%	+5.49%	加仓
31	UTXZ	United Tech CORP	-0.1%	+2.92%	加仓
32	URI	United Rentals INC	-0.1%	-18.76%	减仓
33	KMX	Carmax INC	-0.1%	-28.63%	减仓
34	FLOT	Ishares Floating Rate Bond E	-0.2%	-44.04%	减仓
35	CVX	Chevron CORP	-0.2%	-1.17%	减仓
36	TYGEUR	Tortoise Energy Infrastruct	-0.5%	+50.63%	加仓
37	BA	Boeing Co/the	-0.9%	+2.02%	加仓
38	WAB	Wabtec CORP	—	EXIT	清仓
39	ETRA	E*trade Financial CORP	—	EXIT	清仓
40	ADI	Analog Devices INC	—	EXIT	清仓
41	MPC	Marathon Petroleum CORP	—	EXIT	清仓
42	OXY	Occidental Petroleum CORP	—	EXIT	清仓
43	WU	Western Union Co	—	NEW	新建仓
44	NSC	Norfolk Southern CORP	—	EXIT	清仓
45	TFC	Truist Financial CORP	—	EXIT	清仓
46	0VVB	Paramount Global-class B	—	EXIT	清仓
47	TIFEUR	Tiffany & Co	—	EXIT	清仓
48	RHI	Robert Half INC	—	EXIT	清仓
49	PSA	Public Storage	—	EXIT	清仓
50	LLY	Eli Lilly & Co	—	NEW	新建仓